Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding T. Rowe Price Small-Cap Value Fund # in their Schedule of Assets, totaling $50.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597 PIPE FITTERS ASSOCIATION L.U. 597, U.A. 401(K) PLA | CHICAGO IL | 9,410 | $2.5B | $30.7M |
| 2 | BEIERSDORF NORTH AMERICA INC. BEIERSDORF NORTH AMERICA 401(K) PLAN | STAMFORD CT | 1,046 | $178.1M | $4.9M |
| 3 | WAGNER SPRAY TECH CORPORATION |
PLYMOUTH MN |
| 411 |
| $98.7M |
| $2.7M |
| 4 | KYOCERA DOCUMENT SOLUTIONS AMERICA, INC. KDA 401(K) PLAN | FAIRFIELD NJ | 665 | $164.2M | $2.6M |
| 5 | YAMAHA MOTOR MANUFACTURING CORPORATION YAMAHA RETIREMENT AND INVESTMENT PLAN | NEWNAN GA | 1,869 | $158.1M | $2.2M |
| 6 | BRIDGEWAY BENEFIT TECHNOLOGIES, LLC BRIDGEWAY BENEFIT TECHNOLOGIES, LLC 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 358 | $77.9M | $1.3M |
| 7 | INVESTMENT COMPANY INSTITUTE INVESTMENT COMPANY INSTITUTE SECTION 401(K) PLAN | WASHINGTON DC | 165 | $165.2M | $934K |
| 8 | PENNSYLVANIA STATE EDUCATION ASSOCIATION PENNSYLVANIA STATE EDUCATION ASSOCIATION 401(K) RETIREMENT PLAN | HARRISBURG PA | 265 | $72.2M | $884K |
| 9 | KTGY GROUP, INC. KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN | IRVINE CA | 366 | $66.8M | $869K |
| 10 | ORANGE BUSINESS SERVICES HOLDINGS U. S. , INC. GLOBAL ONE CASH BALANCE PENSION PLAN | RESTON VA | 42 | $7.5M | $855K |
